Running marketing for multiple advisors is complex, especially when planning, execution, and reporting are disconnected.

In this session, you will see how marketing teams bring planning, lead management, and tracking together into one system supported by the right technology and integrations inside Snappy Kraken.

We will feature key workflows, including:

• Creative Jumpstart: Use pre-built templates and campaigns as jumping off points so you are never starting from a blank page.

• Campaign Sharing at Scale: Build a campaign once, then launch and tailor it across all the advisors in your office from a single login.

• Auto Launch Campaigns: Use Auto Launch to automatically brand, distribute, and deploy your most frequent campaign types across advisors.

• Meeting Accelerator: Turn campaign engagement into booked meetings with personalized, scalable messaging.
  

And more.

Built by financial professionals for financial professionals, this is how you run advisor marketing as a system instead of a series of one-off campaigns.

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